Old West Investment Management’s Legg Mason, Inc. LM Stock Holding History

Old West Investment Management’s Portfolio LM Stock Details LM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q2	–	Sell	-11,728	Closed	-$406K	–	63
2016 Q1	$406K	Hold	11,728	–	–	0.34%	52
2015 Q4	$460K	Sell	11,728 -1,919	-14%	-$82.2K	0.42%	49
2015 Q3	$567K	Sell	13,647 -2,210	-14%	-$102K	0.43%	51
2015 Q2	$817K	Sell	15,857 -8,251	-34%	-$444K	0.57%	46
2015 Q1	$1.33M	Sell	24,108 -2,952	-11%	-$166K	0.89%	23
2014 Q4	$1.44M	Sell	27,060 -1,126	-4%	-$59.4K	0.89%	27
2014 Q3	$1.44M	Sell	28,186 -83	-0.3%	-$4.12K	0.91%	27
2014 Q2	$1.45M	Sell	28,269 -5,036	-15%	-$243K	0.86%	29
2014 Q1	$1.63M	Sell	33,305 -873	-3%	-$38.9K	1.02%	20
2013 Q4	$1.49M	Sell	34,178 -606	-2%	-$23.5K	0.9%	22
2013 Q3	$1.16M	Sell	34,784 -5	-0%	-$167	0.55%	27
2013 Q2	$1.08M	Buy	+34,789	New	+$1.14M	0.53%	29

Other funds holding LM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

FPA

First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Old West Investment Management's LM Position: Q2 2016 in Review

Old West Investment Management sold out of Legg Mason, Inc. (LM) in Q2 2016, closing a stake of 11,728 shares — an estimated $406K sold.

Old West Investment Management first reported a position in LM in Q2 2013 and held it in 12 quarters. The position peaked at $1.63M in Q1 2014. 325 funds tracked by Wall St. Rank hold LM as of Q2 2016.

Old West Investment Management reported no remaining Legg Mason, Inc. position as of Q2 2016 after selling out during the quarter.
Old West Investment Management sold 11,728 Legg Mason, Inc. shares in Q2 2016, an estimated $406K.
Old West Investment Management first reported a position in Legg Mason, Inc. in Q2 2013 and held it in 12 quarters.
Old West Investment Management's Legg Mason, Inc. position peaked at $1.63M in Q1 2014.
325 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q2 2016.

Based on Old West Investment Management's 13F filing for Q2 2016, filed 12 Aug 2016.